See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,689 | $110,257+121.0% | $96,544+152.4% | $139,434+74.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 10.35% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,460 | $3,620-59.7% | $2,965-50.7% | $4,751-69.3% |
| Participant deferral / active EE | $9,468 | $5,548+70.7% | $4,851+95.2% | $6,710+41.1% |
| Admin fee / account holder | $6,105 | $11,591-47.3% | $8,252-26.0% | $11,403-46.5% |